The Reporting section is the complete intelligence centre for your business. Every metric tracked by ClinicSoftware is available as a structured report: daily transactions, revenue by service category, individual therapist performance, client activity and retention, stock consumption, marketing campaign ROI, commissions, KPIs, and more. Choose from pre-built report templates or construct a custom view. Schedule any report for automatic delivery, export to PDF or CSV, and drill down to the transaction level for full accountability.
Kā tas darbojas
01
Navigate to the Reports section and select a category from the navigation: Revenue, Performance, Clients, Marketing, Stock, or Settings.
02
Set the date range, select the branch, and apply any additional filters relevant to the report you are running.
03
Click Run Report — results render in seconds in both chart and data table formats.
04
Switch between the visual chart view for pattern spotting and the detailed table view for granular data.
05
Export to PDF for meeting presentations, to CSV for further analysis, or schedule the report for automatic delivery.
Galvenās funkcijas
Revenue and transaction reports
Staff performance analytics
Client activity and retention
Marketing ROI measurement
Stock and consumables reports
Commission and payroll reports
Scheduled automatic delivery
PDF and CSV export
Profesionālie padomi
Establish a weekly reporting routine — revenue, bookings, and no-show rate reviewed every Monday takes under five minutes.
The year-over-year comparison feature is one of the most valuable tools for understanding genuine business growth.
Export to CSV whenever you want to perform custom analysis in Excel or present data in your own format.
Share role-appropriate reports with each team member — therapists should see their own numbers, not the whole clinic's.
Feature Illustration
Reporting
Feature illustration